Rick actually the market will be the judge! If I were Mr. Le Moan I'd be looking for a new job soon! I don't see how OEM's using thier modules will ship 6M units given the timeframe. I think he will be one of the IOT hype casualties.
Strange but true.
The key variables are that Sigfox has been shipping for several years and it claims most of its users nodes are custom designed embedded systems not third party modules IHS is ostensibly tracking.
You be the judge.